Deal Manager will be view only until all users have updated to Sales Builder Pro 8.0. Anytime after all users have upgraded their apps contact your CSS to enable editing. |
Follow these steps to open Deal Manager:
In the Management Portal, Sales Management Tools section select the Search (New Way) tab.
- Search for a deal by Customer Name and Time Frame or use the Advanced Search features to narrow the results.
- Click on the deal to open the Deal Manager. (Fig. 1). Note that the Deal Manager has 5 tabs (Fig 2).
Figure 1. Tap on the deal to open the Deal Manager |
Figure 2. Deal Manager Tabs. |
Job Information |
Job Information includes customer info, job progress, customer and Comfort Consultant email links. (Fig. 3)
Figure 3. View job progress, customer, and Comfort Consultant email links |
Notes |
Use the notes section to enter an Internal Office Reference Number and add color-coded notes. Any changes made to a deal will automatically be sent to the Sales Rep. Deselect Notify Sales Rep check box when Sales Rep notification is not needed. (Fig. 4)
Figure 4. Edit Office #, Add Notes, Notify Sales |
Select Sold Options |
All quotes associated with the sales call are displayed in this section. (Fig. 5).
Office users can change the job status, select a proposal option and accept a proposal. Sales reps will be notified of any changes to job status with a back-office email.
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Download Proposal |
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Expand to view Proposal Details |
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"Show Details" to display Proposal items, delete/hide a proposal, and link to Pricing Analysis |
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Delete the proposal. Deleted proposals and notes can be retrieved by checking the show deleted notes & proposals box. (Fig. 5) |
Figure 5. Select Sold Options |
New Search Capabilities | ![]() |
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Manage Deal (New) |
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